Charles Schwab Corporation shares owned by Centaurus Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Centaurus Financial
from 13F filings
Historical chart of Centaurus Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Centaurus Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 37k | 95.46 |
| 2025-06-30 | $2.4M | 26k | 91.24 |
| 2025-03-31 | $2.1M | 27k | 78.28 |
| 2024-12-31 | $2.0M | 27k | 73.99 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $1.8M | 24k | 73.68 |
| 2024-03-31 | $1.3M | 17k | 72.33 |
| 2023-12-31 | $855k | 12k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.3M | 22k | 56.67 |
| 2023-03-31 | $1.5M | 29k | 52.39 |
| 2022-09-30 | $322k | 4.5k | 71.88 |
| 2018-06-30 | $33k | 647 | 51.00 |